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Wealth Architects, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wealth Architects, LLC
报告期 2026-03-31 · CIK 1611518
持仓数
244
前50大市值合计
$973.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 72
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
DFIV
DIMENSIONAL ETF TRUST
+$17.5M
534,504
减持
IJR
ISHARES TR
-$3.7M
359,777
-5%
减持
AMZN
AMAZON COM INC
-$3.4M
773
-55%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$2.8M
654,453
-6%
建仓
TDTF
FLEXSHARES TR
+$2.7M
98,221
减持
IVV
ISHARES TR
-$2.5M
127,714
-4%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$2.3M
90,342
清仓
WDAY
WORKDAY INC
-$2.0M
0
-100%
减持
META
FACEBOOK INC
-$1.8M
21,956
-17%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.7M
1,681
减持
VBR
VANGUARD INDEX FDS
-$1.5M
143,208
-3%
清仓
—
VMWARE INC
-$1.2M
0
-100%
减持
IJS
ISHARES TR
-$1.1M
133,103
-3%
建仓
NUDM
NUSHARES ETF TR
+$958.0K
30,568
减持
SCZ
ISHARES TR
-$663.0K
153,952
-6%
增持
IEFA
ISHARES TR
+$640.0K
187,121
+6%
增持
INTU
INTUIT
+$625.0K
1,599
+229%
增持
TSLA
TESLA INC
+$542.0K
5,300
+1%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$520.0K
19,574
减持
VTV
VANGUARD INDEX FDS
-$505.0K
187,039
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$472.0K
28,329
+35%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$411.0K
5,978
增持
GII
SPDR INDEX SHS FDS
+$387.0K
483,754
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$385.0K
152,131
-1%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$382.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$342.0K
45,842
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$301.0K
215,389
+2%
减持
VV
VANGUARD INDEX FDS
-$287.0K
67,777
-2%
减持
AAPL
APPLE INC
+$282.0K
128,004
-2%
清仓
SNOW
SNOWFLAKE INC
-$276.0K
0
-100%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$273.0K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$257.0K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$237.0K
25,723
+14%
清仓
LMT
LOCKHEED MARTIN CORP
-$229.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$222.0K
23,473
-2%
清仓
PINS
PINTEREST INC
-$220.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$215.0K
1,490
-19%
清仓
FIVN
FIVE9 INC
-$213.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$212.0K
2,059
清仓
STZ
CONSTELLATION BRANDS INC
-$211.0K
0
-100%
清仓
—
GLAXOSMITHKLINE PLC
-$208.0K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$208.0K
1,158
减持
SCHF
SCHWAB STRATEGIC TR
-$207.0K
179,733
-1%
增持
GOOG
ALPHABET INC
+$207.0K
881
+3%
清仓
—
ARISTA NETWORKS INC
-$203.0K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$201.0K
0
-100%
减持
IGF
ISHARES TR
-$190.0K
56,741
-8%
增持
VO
VANGUARD INDEX FDS
+$183.0K
4,048
+24%
减持
TOLZ
PROSHARES TR
-$174.0K
88,302
-2%
增持
SUB
ISHARES TR
+$167.0K
5,592
+39%
增持
JPM
JPMORGAN CHASE & CO
+$148.0K
10,611
+4%
减持
—
ATLASSIAN CORP PLC
+$145.0K
1,083
-0%
增持
IWM
ISHARES TR
+$132.0K
3,734
+25%
减持
AGG
ISHARES TR
-$116.0K
2,717
-27%
增持
GSBD
GOLDMAN SACHS BDC INC
+$109.0K
20,615
+50%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$107.0K
1,584
+0%
减持
QQQ
INVESCO QQQ TR
-$96.0K
1,412
-17%
减持
IJH
ISHARES TR
-$93.0K
1,471
-18%
增持
BAC
BK OF AMERICA CORP
+$88.0K
30,019
+4%
增持
HD
HOME DEPOT INC
+$87.0K
4,820
+3%
减持
—
EXXON MOBIL CORP
-$82.0K
13,224
-3%
增持
ABNB
AIRBNB INC
+$82.0K
3,070
+9%
增持
NFLX
NETFLIX INC
+$80.0K
809
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$80.0K
38,461
+1%
增持
CRM
SALESFORCE COM INC
+$79.0K
1,368
+14%
减持
IMNM
IMMUNOME INC
+$77.0K
11,110
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$76.0K
80,072
-1%
增持
PFE
PFIZER INC
+$70.0K
14,653
+3%
增持
AMGN
AMGEN INC
-$69.0K
2,236
+0%
减持
PYPL
PAYPAL HLDGS INC
-$66.0K
1,922
-1%
减持
VTI
VANGUARD INDEX FDS
-$66.0K
5,725
-5%
增持
CAT
CATERPILLAR INC
-$66.0K
3,343
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$65.0K
25,942
-1%
增持
CSCO
CISCO SYS INC
+$64.0K
26,320
+2%
增持
COST
COSTCO WHSL CORP NEW
+$62.0K
879
+5%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$60.0K
3,664
+1%
增持
NVDA
NVIDIA CORPORATION
+$60.0K
2,565
+335%
减持
VTIP
VANGUARD MALVERN FDS
-$57.0K
105,456
-1%
增持
VUG
VANGUARD INDEX FDS
+$55.0K
4,817
+3%
增持
—
ACCENTURE PLC IRELAND
+$54.0K
1,251
+7%
增持
PEP
PEPSICO INC
+$54.0K
3,882
+8%
减持
NKE
NIKE INC
-$54.0K
4,104
-2%
建仓
ARDS
ARIDIS PHARMACEUTICALS INC
+$52.0K
14,077
增持
PG
PROCTER AND GAMBLE CO
+$50.0K
6,220
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$50.0K
15,630
+2%
减持
CMA
COMERICA INC
+$50.0K
5,475
-0%
清仓
LCTX
LINEAGE CELL THERAPEUTICS IN
-$50.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$50.0K
4,748
-2%
增持
T
AT&T INC
+$49.0K
11,746
+26%
减持
DLS
WISDOMTREE TR
-$49.0K
54,477
-1%
增持
AVGO
BROADCOM INC
+$49.0K
527
+21%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$48.0K
11,184
-3%
减持
MSFT
MICROSOFT CORP
-$46.0K
13,412
-5%
清仓
HTT
QUDIAN INC
-$45.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
-$44.0K
1,489
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$43.0K
9,031
+5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$42.0K
4,771
+11%
减持
SCHC
SCHWAB STRATEGIC TR
-$40.0K
31,040
-3%
增持
MCD
MCDONALDS CORP
+$39.0K
1,687
+6%
减持
IYR
ISHARES TR
-$39.0K
2,750
-13%
增持
VNQ
VANGUARD INDEX FDS
+$38.0K
10,146
+4%
增持
TLTE
FLEXSHARES TR
+$38.0K
21,268
+10%
减持
VYM
VANGUARD WHITEHALL FDS
-$38.0K
2,219
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.0K
13,219
+9%
减持
NEM
NEWMONT CORP
-$35.0K
3,778
-0%
建仓
—
CHEETAH MOBILE INC
+$35.0K
21,422
增持
EW
EDWARDS LIFESCIENCES CORP
+$34.0K
3,534
+0%
增持
DHR
DANAHER CORPORATION
+$33.0K
834
+1%
减持
GOOGL
ALPHABET INC
+$33.0K
566
-7%
增持
UMC
UNITED MICROELECTRONICS CORP
+$32.0K
15,162
+2%
建仓
XNET
XUNLEI LTD
+$32.0K
11,191
减持
V
VISA INC
-$30.0K
2,245
-1%
减持
ELV
ANTHEM INC
-$29.0K
3,009
-0%
减持
HON
HONEYWELL INTL INC
-$28.0K
2,523
-2%
增持
—
SECOO HLDG LTD
-$26.0K
30,674
+18%
减持
ORCL
ORACLE CORP
+$26.0K
4,094
-4%
减持
WFC
WELLS FARGO CO NEW
-$25.0K
7,858
-9%
增持
TGT
TARGET CORP
-$25.0K
2,495
+1%
减持
TILT
FLEXSHARES TR
-$25.0K
5,082
-2%
增持
UNP
UNION PAC CORP
-$24.0K
1,283
+3%
减持
MO
ALTRIA GROUP INC
-$23.0K
10,675
-0%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$23.0K
1,614
+23%
增持
SHOP
SHOPIFY INC
-$22.0K
220
+0%
增持
MMM
3M CO
-$22.0K
1,429
+4%
增持
—
COMPANHIA PARANAENSE ENERG C
+$21.0K
24,977
+1%
增持
ED
CONSOLIDATED EDISON INC
+$20.0K
5,898
+4%
增持
PM
PHILIP MORRIS INTL INC
-$19.0K
6,328
+1%
增持
GLW
CORNING INC
-$18.0K
5,629
+3%
增持
NFRA
FLEXSHARES TR
-$18.0K
18,960
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.0K
2,765
+2%
增持
JNJ
JOHNSON & JOHNSON
-$16.0K
7,097
+1%
增持
MA
MASTERCARD INCORPORATED
-$15.0K
1,688
+2%
增持
INTC
INTEL CORP
+$15.0K
34,511
+6%
减持
NEE
NEXTERA ENERGY INC
-$14.0K
3,439
-11%
增持
TLTD
FLEXSHARES TR
+$13.0K
7,199
+4%
增持
—
MEDTRONIC PLC
+$13.0K
1,893
+5%
减持
WM
WASTE MGMT INC DEL
+$13.0K
1,460
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$12.0K
2,660
+6%
增持
ICSH
ISHARES TR
+$12.0K
6,046
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.0K
2,465
+4%
增持
DOCU
DOCUSIGN INC
-$11.0K
1,255
+5%
减持
EFV
ISHARES TR
-$11.0K
7,383
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$11.0K
2,114
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$10.0K
5,899
+2%
减持
ABT
ABBOTT LABS
+$10.0K
4,695
-0%
增持
ACWI
ISHARES TR
-$9.0K
7,109
+0%
增持
KO
COCA COLA CO
+$9.0K
8,682
+5%
减持
CWT
CALIFORNIA WTR SVC GROUP
+$9.0K
6,464
-3%
增持
ABBV
ABBVIE INC
-$8.0K
4,079
+2%
增持
CMCSA
COMCAST CORP NEW
+$8.0K
10,661
+3%
